# Open Investment Model

Provides read-only access to the OpenIM reference architecture for institutional buy-side firms. It searches domains, entities and ontology exports locally without network requests.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 5
- Author: antikas
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/antikas/open-investment-model/tree/HEAD/mcp
- Updated: 2026-10-05
- HTML: https://affpapa.org/en/nevibecode/mcp/open-investment-model

## What it does

This server surfaces the Open Investment Model structure directly in AI coding assistants. It covers business domains, service operations, canonical entities and glossary definitions for institutional asset managers. Each response cites the specific OpenIM release and includes links to official sources.

Five tools handle exploration. You can locate items with `openim_search`, pull specific records via `openim_get`, or map architecture needs using `openim_map_requirement`. Exported schemas and graphs appear through `openim_list_exports`. MCP resources `openim://identity` and `openim://catalog` supply baseline metadata.

Node.js 20 or newer is mandatory to run the package. The server operates offline over stdio because the entire catalog compiles into the distribution bundle. It does not place market orders, offer financial advice or run live transactions.

## Requirements
- Needs: Node.js (commands run via npx)

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add openim -- npx -y @openinvestmentmodel/openim-mcp
```

### Codex

**Platform CLI**
```bash
codex mcp add mcp -- npx -y @openinvestmentmodel/openim-mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "mcp": {
            "command": "npx",
            "args": [
                "-y",
                "@openinvestmentmodel/openim-mcp"
            ]
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "mcp": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@openinvestmentmodel/openim-mcp"
            ]
        }
    }
}
```

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add mcp npx -y @openinvestmentmodel/openim-mcp
```

## When to use it
- explore canonical entities and relationships in OpenIM
- map buy-side architecture requirements to model services
- retrieve official ontology schemas and graph export files
- check standardized domain terms for investment management

## Example prompts
- Search OpenIM for service operations related to portfolio accounting.
- Map trade compliance requirements to model elements using `openim_map_requirement`.
- List available ontology schemas and exports via `openim_list_exports`.

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